Insurance Account Manager

Position Overview:

The account manager works closely with our clients to provide them with the service they deserve. This team member is a problem solver who thrives on building relationships while providing personalized insurance solutions for our clients.

Duties and Responsibilities:

• Take inbound calls from potential clients to gather initial information for quoting of new business.
• Quote new business, close deals and follow up accordingly.
• Process requested changes to policies with carriers.
• Perform account reviews with existing clients and recommend improvements to their current policies.
• Remarket renewals as necessary.
• Handle billing issues and process claims as they arise.
• Follow up on requests from insurance carriers.
• Perform clerical functions including: answering agency phone calls, processing ID Cards, Binders, Evidence of Property, Certificate of Insurance, Cancellations, assisting in processing client payments, and other duties as assigned.
• Document all necessary information in the agency management system and processes activities in an efficient and timely manner.
• Continually develop strong knowledge of insurance coverages and carrier appetites.
• Maintain a positive and professional relationship with clients, fellow team members, and insurance company representatives.

Opportunities for Professional & Personal Development:

• Employer paid Designation Programs
• Employer paid CE courses
• Employer paid insurance licensing courses
• Volunteering in local communities

Requirements:

• 3-5 Years’ experience in the insurance industry
• Knowledge of Applied Epic is preferred
• A strong knowledge of Microsoft Office
• Ability to communicate and cross sell insurance products
• Demonstrate strong written and verbal communication skills
• Team player who is self-motivated, organized, detail oriented
• Kind, caring and passionate in helping others
• Actively participating and contributing within your local community
• High-School Diploma, GED or Equivalent Certification
• Maine State Property & Casualty Insurance License

Why Choose Downeast Insurance:

We are a local insurance agency with strong ties to our communities and we believe in the People Helping People philosophy.

We are a wholly owned CUSO of Downeast Credit Union. DECU is a member-owned financial cooperative created in 1941 for the purpose of providing additional value and financial options to its membership. We partner with our members and tailor our products and services to meet their specific individual needs.  Our credit union is much different than a bank, with our sole purpose to continually improve the financial well-being of all members.

If you are a person who is interested in growing professionally, working for one of the Best Places to Work in Maine, and love helping people, then you are an ideal candidate to belong to our caring and compassionate organization.  We are looking for a licensed insurance agent to join our team. The chosen candidates will become an advocate for our clients and will assist our team in accomplishing all objectives associated with the “People helping People” philosophy.  This position would be housed in one of our 8 credit union branches.

This full-time position offers a generous base salary, benefits available upon date of hire are an 80% employer-paid medical plan, 100% employer-paid dental and life insurance plans, a 401k retirement program where the employer provides a 5% match, an average of twelve-paid holidays, up-to five weeks paid vacation per year, and educational opportunities.

Please send your application, cover letter and resume to:  Donna Cochran, VP – HR, Downeast Credit Union, 23 Third Avenue, Baileyville, ME 04694 or email dcochran@downeastcu.com. Applications can be accessed on our website, www.downeastcu.com.